Alphabet-Wiz deal is the tip of the iceberg in broader tidal wave of tech M&A, says Wedbush's Ives

Dan Ives, Wedbush Securities analyst, joins 'Squawk on the Street' to discuss if the M&A landscape will change if former President Trump is reelected, cybersecurity for the cloud, and what explains Tesla's stock rebound. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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[@JacobReynolds-t7v]

I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

[@amolejoshua7452]

I bought into NVIDIA around September last year because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

[@elegboozioma7267]

@@amolejoshua7452 That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trends that are difficult for the untrained eyes to see.

[@JacobReynolds-t7v]

@@elegboozioma7267 That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

[@elegboozioma7267]

@@JacobReynolds-t7v Victoria Carmen Santaella is the licensed coach I use. Just research the name. You'll find the necessary details to work with a correspondence to set up an appointment.

[@JacobReynolds-t7v]

@@elegboozioma7267 I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

[@cozyslor]

"Massive M&A", "open up the floodgates", "AI arms race", "tip of the iceberg", "tidal wave of M&A", "golden age for cybersecurity", "Shot across the bow", "AI revolution it's 9pm in this party going to 4am", "cybersecurity on the dance floor", "flood gates open up", "Tesla's MoJo coming back".

[@user-nl8qb8yv8q]

i've been using your trading advice for about a month now, and i have to say, it's been incredibly helpful in improving my success rate. thank you for being such an amazing mentor

[@user-ov8sv9ns5l]

Alphabet will be the ultimate tech giant. This info should see Alphabet share price rallying big time.

[@yhuangaa]

Nuts

“ Trump is bullish for Musk”🤡

[@ERDG516]

Native Americans were first settlers in the states.

[@Brodragon2225]

google has so much money they don't care about this

[@captainramos96]

When the AI bubble pops..... Dan will be irrelevant

[@paulgilliland2992]

Dan is the biggest bull and AI evangelist on the planet. Seems like nobody or anything can phase him,

[@jjukjkjiok7782]

faze..

[@plasmaarmelund]

Worst dressed pundit on TV. Sheesh!

[@AC-jk8wq]

Worst dressed, but earns you the most money…
How do you like Jensen’s leather coat?
😃

[@MatthewMS.]

Best dressed says me and most